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SI

Symmetry Investments Portfolio holdings

AUM $412M
1-Year Est. Return 30.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$15.1M
3
+$12M
4
CVNA icon
Carvana
CVNA
+$11.4M
5
AVGO icon
Broadcom
AVGO
+$10.9M

Top Sells

1
+$51.4M
2
+$44.1M
3
+$40.9M
4
IR icon
Ingersoll Rand
IR
+$11.9M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.6M

Sector Composition

1 Technology 10.73%
2 Consumer Discretionary 9.33%
3 Communication Services 7.28%
4 Industrials 3.96%
5 Financials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.16%
24,114
-145,166
52
$1.98M 0.16%
+111,100
53
$1.97M 0.16%
+12,700
54
$1.94M 0.16%
+2,100
55
$1.92M 0.16%
+16,000
56
$1.53M 0.12%
+14,171
57
$1.4M 0.11%
+41,800
58
$1.37M 0.11%
8,978
-2,122
59
$1.33M 0.11%
+35,000
60
$1.29M 0.11%
+31,300
61
$1.22M 0.1%
+62,500
62
$1.17M 0.1%
27,871
+8,471
63
$1.14M 0.09%
+25,000
64
$1.05M 0.09%
2,300
-7,974
65
$1.02M 0.08%
+95,000
66
$1.01M 0.08%
+6,360
67
$849K 0.07%
17,800
+2,400
68
$818K 0.07%
285,000
+54,000
69
$795K 0.06%
+340
70
$771K 0.06%
100,000
+70,000
71
$751K 0.06%
2,300
-17,800
72
$750K 0.06%
+33,000
73
$730K 0.06%
+48,600
74
$728K 0.06%
161,800
+22,402
75
$684K 0.06%
+5,000
1 2
3
4 5